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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 28 · EIN 34-1542819 | Investment Management | $27,703 |
NATIONWIDE1 year Service code 28 | Investment Management | $16,403 |
Filed as: IRON FIDUCIARY Service code 28 · EIN 99-9552241 | Investment Management | $2,772 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 28 · EIN 31-4156830 | Investment Management | $554 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 | Investment Management | $201 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,762 | $48,277+15.5% | $67,511-17.4% | $80,874-31.1% |
| Participation rate | 79.5% | 66.4%+13.1pp | 72.9%+6.6pp | 67.6%+11.8pp |
| Annual return | 15.42% | 18.27%-2.8pp | 3517.41%-3502.0pp | 35.62%-20.2pp |
| Employer contribution / active EE | $7,086 | $2,021+250.6% | $2,733+159.3% | $2,756+157.2% |
| Participant deferral / active EE | $26,431 | $2,926+803.3% | $4,000+560.7% | $4,297+515.1% |
| Admin fee / account holder | $742 | $3,687-79.9% | $3,999-81.4% | $6,935-89.3% |